Japan Morning Connection: Trump Lauding 'great Progress' with Japan Trade Talks.
Earnings miss from ASML and further chip restrictions to China sparked Tech and AI sell off. JP renewables likely to be impacted by Equinor’s...
554 Views
Rigaku IPO Lockup - Large PE Investors Can Still Break Even
Rigaku Holdings (268A JP) raised around US$750m in its Japan IPO in October 2024. The lockup on its pre-IPO investors is set to expire soon.
573 Views
Japan Morning Connection: Trump Pulls off One of the Greatest Ruses of All Time
Oversold Tech surging after delay on reciprocal tariffs, with SOX hitting record highs. Expect gains in oversold tech beta and strong performance...
291 Views
Japan Morning Connection: Reciprocal Tariff Deadline Looms but Japan Is Front of the Line in Talks
US markets struggle as renewed tariff concerns dampen sentiment. Banks and insurance rally as Treasury yields rose. US/Japan talks could prompt...
286 Views
TOPIX Index Upweights: Great Hit Rate; Strong Trade Performance; A Rare Win!
Our LONG Tokyo Metro outperformed the TOPIX Index by 22% from 27th January 2025 to 7th April 2025 and ended up as one of the best performing names...
441 Views